0001674809-17-000002.txt : 20170728 0001674809-17-000002.hdr.sgml : 20170728 20170728154146 ACCESSION NUMBER: 0001674809-17-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20170728 DATE AS OF CHANGE: 20170728 EFFECTIVENESS DATE: 20170728 FILER: COMPANY DATA: COMPANY CONFORMED NAME: East Coast Wholesale Portfolio DST CENTRAL INDEX KEY: 0001674809 IRS NUMBER: 326419684 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-263552 FILM NUMBER: 17989842 BUSINESS ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 BUSINESS PHONE: 630-218-8000 MAIL ADDRESS: STREET 1: 2901 BUTTERFIELD ROAD CITY: OAK BROOK STATE: IL ZIP: 60523 D/A 1 primary_doc.xml X0708 D/A LIVE 0001674809 East Coast Wholesale Portfolio DST 2901 BUTTERFIELD ROAD OAK BROOK IL ILLINOIS 60523 630-218-8000 DELAWARE None None Other Delaware Statutory Trust true 2016 Capital Corporation Inland Private 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Sponsor of the Issuer. Portfolio, L.L.C. East Coast Wholesale 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Depositor of the Issuer. Portfolio Exchange, L.L.C. East Coast Wholesale 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Promoter Signatory Trustee of the Issuer. Keith Lampi 2901 Butterfield Road Oak Brook IL ILLINOIS 60523 Executive Officer Mr. Lampi is the President of Inland Private Capital Corporation, the Member of East Coast Wholesale Portfolio Exchange, L.L.C., the Signatory Trustee of East Coast Wholesale Portfolio DST. Other Real Estate Decline to Disclose 06b true 0001674809-17-000001 2016-05-05 false true Beneficial interests in Delaware Statutory Trust reflecting beneficial interests in real estate. false 25000 Richard S. Schwartz 2037308 National Securities Corporation 7569 3265 Johnson Ave., Suite 201 Bronx NY NEW YORK 10463 CA CALIFORNIA NY NEW YORK false Scott D. Offerman 4619093 Concorde Investment Services, LLC 151604 321 West 44th Street, 2nd Floor New York NY NEW YORK 10036 NY NEW YORK false Michael A. Bendix 5379777 Cedar Crest Advisors, LLC 187514 406 W S Jordan Pkwy #200 South Jordan UT UTAH 84095 CA CALIFORNIA NV NEVADA false Steven D. Meahan 1234042 DFPG Investments, Inc. 155576 3039 Woodside Meadow Pleasant Hill CA CALIFORNIA 94523 CA CALIFORNIA false Mark S. Gopen 2989672 National Securities Corporation 7569 181 East Jericho Turnpike, 2nd Floor Mineola NY NEW YORK 113258 NY NEW YORK false Deborah E. O'Connell 1760230 National Sercurites Corporation 7569 35-30 Franci Lewis Blvd, Suite 205 Flushing NY NEW YORK 11358 NY NEW YORK false Jason L. Mc Mullin 4400760 DFPG Investments, Inc. 155576 742 N. 530 E Orem UT UTAH 84097 UT UTAH false Steven M. Netzel 2863170 Kalos Capital, Inc. 44337 10450 E Riggs Road, Suite 101 Chandler AZ ARIZONA 85248 SD SOUTH DAKOTA false Silver Portal Capital, LLC 114290 Silver Portal Capital, LLC 114290 12265 El Camino Real, Suite 230 San Diego CO COLORADO 92130 FL FLORIDA MN MINNESOTA false Joral T. Schmalle 4491484 Sigma Financial Corporation 14303 1009 Amito Drive Berkeley CA CALIFORNIA 94705 CA CALIFORNIA false David C. Grossling 2545451 Lincoln Financial Advisors Corporation 3978 4900 N Scottsdale Road, Suite 3700 Scottsdale AZ ARIZONA 85251 AZ ARIZONA false William M. Swayne II 440968 Independent Financial Group, LLC 7717 809 Fairview Place N, Suite 130 Seattle WA WASHINGTON 98109 WA WASHINGTON false Philip G. Oleson 3129451 Independent Financial Group, LLC 7717 339 West State Street, Suite 201 Eagle ID IDAHO 83616 ID IDAHO false Gary H. Hughes 1700976 Concorde Investment Services, LLC 151604 1111 2ND Street Hermosa Beach CA CALIFORNIA 90254 CA CALIFORNIA false Robin L. Krolewski 6104465 Sigma Financial Corporation 14303 42627 Garfield Road, Suite 216B Clinton Twp. MI MICHIGAN 48038 MI MICHIGAN false Gordon Hamilton 5028789 Parkland Sercurites, LLC 115368 5875 Leham Drive, Suite 201E Colorado Springs CO COLORADO 80918 CO COLORADO false David B. Levinson 705929 Newport Coast Securities, Inc. 16944 18872 Macarthur Blvd., Suite 100 Irvine CA CALIFORNIA 92612 CA CALIFORNIA DC DISTRICT OF COLUMBIA FL FLORIDA NY NEW YORK false Ronald W. Manning II 4493368 Colorado Financial Servie Corporation 104343 32065 Castle Street, Ste 300 Evergreen CO COLORADO 80439 CO COLORADO false Cindy S. Shi 4231195 Cambridge Investment Research, Inc. 39543 20045 Stevens Creek Blvd, Ste 2G Cupertino CA CALIFORNIA 95014 CA CALIFORNIA false Craig E. Fernsler 5558907 Silver Portal Capital LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 DE DELAWARE FL FLORIDA false Peggy J. Cozine 4498528 National Securities Corporation 7569 28050 US Highway 19 N., Suite 300 Clearwater FL FLORIDA 33761 FL FLORIDA false Barry W. Lemay 306332 Concorde Investment Services, LLC 151604 901 Campisi Way, Suite 200 Campbell CA CALIFORNIA 95088 CA CALIFORNIA false Timothy L. Stauffer 4178198 Concorde investment Services, LLC 151604 333 Fiddlers Cove Fort Wayne IN INDIANA 46825 IN INDIANA false Kenneth J. Thomas 2931359 Cambridge Investment Research, Inc. 39543 425 Whispering Wind Lane Alpharetta GA GEORGIA 30022 MN MINNESOTA false Roger T. Tadsen 1053510 Northland Securities, Inc. 40258 45 South 7th Street, 20th Floor Minneapolis MN MINNESOTA 55402 CA CALIFORNIA MN MINNESOTA false Hagop (Jacob) S. Tujian 4605467 Independent Financial Group, LLC 7717 825 Colorado Blvd, Suite 201 Los Angeles CA CALIFORNIA 90041 CA CALIFORNIA false Robert A. Bye 4357627 United Planners' Financial Services 20804 4310 17th Ave S Fargo ND NORTH DAKOTA 58103 ND NORTH DAKOTA false Robert S. Smith 1412333 Concorde Investment Services, LLC 151604 5000 Meadows Road, Suite 230 Lake Oswego OR OREGON 97035 OR OREGON false Trawnegan Gall 6266415 Sandlapper Securities, LLC 137906 1 City Boulevard West, Suite 870 Orange CA CALIFORNIA 92868 MD MARYLAND MA MASSACHUSETTS PA PENNSYLVANIA false Donald R. Hehir Jr. 1571539 Commonwealth Financial Network 8032 180 East Main Street, Suit 202 Smithtown NY NEW YORK 11787 NY NEW YORK false Fredrick P. Baerenz 2388453 Kalos Capital Inc. 44337 10130 Colvin Run Road, Suite E Great Falls VA VIRGINIA 22066 VA VIRGINIA false Elliot V. Hill 5778698 McDermott Investment Services, LLC 154926 Liberty Plaza, 890 Portland Road Suite 3 Saco ME MAINE 04072 ME MAINE false James H. Cole 2691857 Sigma Financial Corporation 14303 3245 N. Adrian Hwy, Suite F Ardian MA MASSACHUSETTS 49221 MI MICHIGAN false Daniel P. Raupp 4079107 Concorde Investment Services, LLC 151604 417 East Main Street, 3rd Floor Port Jefferson NY NEW YORK 11777 NY NEW YORK false Scott T. Tadsen 4868882 Northland Securities, Inc. 40258 45 South 7th Street, 20th Floor Minneapolis MN MINNESOTA 55402 CA CALIFORNIA false Ronald J. Smith 2838190 Lincoln Financial Advisors Corporation 3978 300 Fifth Avenue, 3rd Floor Waltham MA MASSACHUSETTS 02451 MA MASSACHUSETTS false Brent S. Pine 1618007 Geneos Wealth Management, Inc. 120894 4800 N. Scottsdale Rd, Suite 1900 Scottsdale AZ ARIZONA 85251 AZ ARIZONA false Thomas I. De Jong 5612385 Money Concepts Capital Corp. 12963 103 South Main Ave. Sioux Center IA IOWA 51250 IA IOWA false Robert C. Straton 3213397 DFPG Investments, Inc. 155576 8215 SW Tualatin-Sherwood Rd, Suite 200 Tualatin OR OREGON 97062 OR OREGON false Thomas J. Ealy 863042 Investment Planners, Inc. 18557 2911 Crossing Court #102 Champaign IL ILLINOIS 61822 MA MASSACHUSETTS false William A. Morrow 836500 Independent Financial Group, LLC 7717 5075 Shoreham Place, Suite 200 San Diego CA CALIFORNIA 92122 CA CALIFORNIA false Mark G. Kosanke 2317906 Concorde Investment Services, LLC 151604 1120 E. Long Lake Road, Suite 250 Troy MI MICHIGAN 48085 MI MICHIGAN false Kyle D. Addington 2843482 Independent Financial Group, LLC 7717 245 N. Parkview Court Litchfield Park AZ ARIZONA 85340 WA WASHINGTON false Mark L. Bain 3139332 Purche Kaplan Sterling Investments 35747 885 Lancaster Drive SE, Suite C Salem OR OREGON 97317 OR OREGON false Jusitn Lowry 5935993 Crown Capital Securites, L.P. 6312 725 Town and Country Road, Suite 530 Orange CA CALIFORNIA 92868 CA CALIFORNIA false Gregory Vanderburgh 4649983 United Planners' Financial Services 20804 7333 E. Doubletree Ranch Road #120 Scottsdale AZ ARIZONA 85258 AZ ARIZONA false Ryan F. Baker 4732504 Lincoln Financial Advisors Corporation 3978 3000 Executive Parkway, Suite 400 & 500 San Ramon CA CALIFORNIA 94548 CA CALIFORNIA false Thomas M. Strohl Jr. 3041376 Lincoln Financial Advisors Corporation 3978 3000 Executive Parkway, Suite 400 & 500 San Ramon CA CALIFORNIA 94548 CA CALIFORNIA false Derek B. Ferriera 1290274 Lincoln Financial Advisors Corporation 3978 2105 S. Bascom Avenue, Suit 300 Campbell CA CALIFORNIA 95008 CA CALIFORNIA false Donald E. Graves 2495633 Money Concepts Capital Corp. 12963 377 Main Street, Suite 1 Greenfield MA MASSACHUSETTS 01301 MA MASSACHUSETTS false Jason M. Nelson 3069330 Coordinated Capital Securities, Inc. 14762 11311 Cornell Park Drive Cornell Center Suite 114 Cincinnati OH OHIO 45242 KY KENTUCKY false Ronald J. Smith 2838190 LPL Financial LLC 6413 300 5th Floor 3 Waltham MA MASSACHUSETTS 02451 MA MASSACHUSETTS false I.W. Beckman 3150000 LPL Financial LLC 6413 300 5th Floor 3 Waltham MA MASSACHUSETTS 02451 MA MASSACHUSETTS false Joseph A. Granziano 242582 TFS Securities, Inc. 20626 847 Braodway Bayonee NJ NEW JERSEY 07002 NJ NEW JERSEY false Larry J. Steckler 2621508 Independent Financial Group, LLC 7717 14259 Danielson Street Poway CA CALIFORNIA 92604 CA CALIFORNIA false Craig E. Fernsler 5558907 Silver Portal Capital LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 PA PENNSYLVANIA false Kris R. Keller 5393440 Silver Portal Capital LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 IL ILLINOIS false Gali G. Horev 5138931 National Group Services Corp 7569 43 Corporate Park, Suite 201 Irvine CA CALIFORNIA 92606 CA CALIFORNIA false Robert H. Ingham 2394680 Purshe Kaplan Sterling Investments 35747 313 Camino Del Rio North, Suite 370 San Diego CA CALIFORNIA 92108 CA CALIFORNIA false William E. Bishoff 2748073 Cambridge Investment Research, Inc. 39543 250 W. Old Wilson Bridge Road, Suite 320 Worthington OH OHIO 43085 OH OHIO false James M. Gambaccini 4619759 The Strategic Financial Alliance, Inc. 126514 1875 Campus Commons Drive, Suite 100 Reston VA VIRGINIA 20191 MD MARYLAND false Louis C. Talyor 3059966 Crown Capital Securities, L.P. 6312 7427 SW Coho Sourt, Suite 200 Taulatin OR OREGON 97062 OR OREGON false Donald E. Garcia 1782485 Lincoln Financial Advisors Corporation 3978 18400 Von Karman Avenue, Suite 400 Irvine CA CALIFORNIA 92612 CA CALIFORNIA false Jeffrey Kienoski 2688017 Concorde Investment Services, LLC 151604 417 Main East Street, 3rd Floor Port Jefferson NY NEW YORK 11777 NY NEW YORK false Daniel L. Whittenburg 2181920 Lincoln Financial Advisors Corporation 3978 3165 East Millrock Drive Salt Lake City UT UTAH 84121 UT UTAH false Steven R. Knuttila 3039112 Capital Financial Services, Inc. 8408 655 3rd Ave. SE Suite A Perham MN MINNESOTA 56573 ND NORTH DAKOTA false Burton B. Brown 5180421 Shopoff Securites, Inc. 142866 2 Park Plaza, Suite 1120 Irvine CA CALIFORNIA 92614 CA CALIFORNIA false Eric S. Scaff 5281210 Concorde Investment Services, LLC 151604 300 Montomery Street, Suite 631 San Franciso CA CALIFORNIA 94101 CA CALIFORNIA false Eric D. Bailey 1279349 Lincoln Financial Advisors Corporation 3978 8403 Colesvile Road, Suite 845 Silver Spring MD MARYLAND 20910 MI MICHIGAN false Todd D. Carter 307663 Kalos Capital, Inc. 4437 one Boston Place, Suite 2600 Boston MA MASSACHUSETTS 02108 MA MASSACHUSETTS false Jason A. Salmon 6081963 Colorado Financial Service Corporation 104343 104 West 40th St 5th Floor New York NY NEW YORK 10018 NJ NEW JERSEY false Martin D. Fong 2679644 Lincoln Financial Advisors Corporation 3978 3000 Executive Parkway Suites 400 & 500 San Ramon CA CALIFORNIA 94583 CA CALIFORNIA false Richard Zuvella 5207826 Colorado Financial Service Corporation 104343 304 Inverness Way South, Suite 355 Centennial CO COLORADO 80112 CA CALIFORNIA false Joseph E. Budd 2369116 Lincoln Financial Advisors Corporation 3870 23123 State Road 7, Suite 200-B Boca Raton FL FLORIDA 33428 FL FLORIDA false Ann H. Stewart 238888 Cambridge Investment Research, Inc. 39543 2114 N. Lincoln Ave #206 Loveland CO COLORADO 80538 CO COLORADO false Chay T. Lapin 6275140 Colorado Financial Service Corporation 104343 2516 Via Tejon, Suite 210 Palos Verdes Estates CA CALIFORNIA 90274 WI WISCONSIN false Sang Hoon Kang 5584012 National Securites Corporation 7569 399 Thornall Street, 1st Floor Edison NJ NEW JERSEY 08837 NJ NEW JERSEY false Osman R. Minkara 2426151 CIG Securities 129864 1000 Town Cente, Suite 2500 Southfield MI MICHIGAN 48075 MI MICHIGAN false Joseph M. Insalaco 2978175 Concorde Investment Services, LLC 151604 201 Bordeaux Lane Cary NC NORTH CAROLINA 27511 NY NEW YORK false John E. Bishop 866202 Colorado Financial Service Corporation 104343 8280 Greensboro Drive McLean VA VIRGINIA 22102 MD MARYLAND false Peter A. Guinchard 1729146 Silver Portal Capital LLC 114290 12265 EL Camino Real, Suite 230 San Diego CA CALIFORNIA 92130 CA CALIFORNIA false Alfonso L. Romeu 2194818 Freedom Investors Corp. 23714 333 Bishops Way, Suite 122 Brookfield WI WISCONSIN 53005 NY NEW YORK false Sean Pearlman 5331765 National Securities Corporation 7569 35-30 Francis Lewis Blvd., Suite 205 Mineola NY NEW YORK 11501 NY NEW YORK false 32741394 32741394 0 false 117 1637070 true 0 This response is based on the assumption that the full amount of the potential sales commissions will be earned and paid. 2525060 true false East Coast Wholesale Portfolio DST /s/ Keith Lampi Keith Lampi President of the Member of the Signatory Trustee 2017-07-28